Overview
Assets Under Management: $276 million
Headquarters: WEST CHESTER, PA
High-Net-Worth Clients: 92
Average Client Assets: $2 million
Frequently Asked Questions
BALLAST FINANCIAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #304430), BALLAST FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
BALLAST FINANCIAL ADVISORS, LLC is headquartered in WEST CHESTER, PA.
BALLAST FINANCIAL ADVISORS, LLC serves 92 high-net-worth clients according to their SEC filing dated March 14, 2025. View client details ↓
According to their SEC Form ADV, BALLAST FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
BALLAST FINANCIAL ADVISORS, LLC manages $276 million in client assets according to their SEC filing dated March 14, 2025.
According to their SEC Form ADV, BALLAST FINANCIAL ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.87
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,378
Discretionary Accounts: 684
Non-Discretionary Accounts: 694
Regulatory Filings
CRD Number: 304430
Filing ID: 1952333
Last Filing Date: 2025-03-14 12:08:00
Website: https://ballastfa.com